Custom SMAs by Invesco Traditional Active SMAs

Access Invesco's fundamental active strategies while still benefitting from more streamlined levels of customization.
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Why partner with us Empowering tax efficiency through direct security ownership

SMAs can deliver traditional active strategies either by providing a model portfolio to a third-party platform (model delivery) or by having the asset manager directly manage the account (manager traded). SMA benefits are direct ownership of the underlying securities offered through domestic, international, global stocks, and real estate options.

Customizable investments

SMAs allow advisors to customize portfolios, manage exposure to specific companies or sectors, and incorporate client values and objectives for tailored outcomes.

Transparency and portability

Traditional active SMAs provide transparent, professionally managed security ownership aligned to stated objectives, with in-kind portability for flexible transfers.

Tax-smart optionality

Direct security ownership enables personalized tax strategies, including tax-loss harvesting, while advisor platforms may offer systemic tools to help minimize realized capital gains.

WHAT WE OFFER Traditional Active SMAs

SMA Benchmark Category   Fact sheet
Comstock SMA Russell 1000 Value Index U.S. Equity Fact sheet
Diversified Dividend SMA Russell 1000 Value Index U.S. Equity Fact sheet
Growth and Income SMA Russell 1000 Value Index U.S. Equity Fact sheet
Large Cap Core SMA S&P 500 Index U.S. Equity Fact sheet
Mid Cap Core SMA Russell Midcap Index U.S. Equity Fact sheet
Mid Cap Growth SMA Russell Midcap Growth Index U.S. Equity Fact sheet
Small Cap Core SMA Russell 2000 Index U.S. Equity Fact sheet
SMA Benchmark Category  Fact sheet
EQV International Equity ADR SMA MSCI ACWI ex USA Index International Equity Fact sheet
Global SMA MSCI ACWI Growth Index International Equity Fact sheet
International Core Equity ADR SMA Not available International Equity Not available
International Growth ADR SMA MSCI ACWI ex USA Growth Index International Equity Fact sheet
SMA Benchmark Category     Fact sheet
SteelPath Focused MLP SMA Alerian MLP Total Return Index Sector / Specialty Fact sheet
U.S. Real Estate Securities SMA   FTSE NAREIT All Equity REITs Index Sector / Specialty Fact sheet

Client resources

Explore our SMA solutions

Whether you’re looking for active or passive, fixed income or equities, Custom SMAs by Invesco let you create tailored, tax-smart portfolios for any client goal.

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Talk to our SMA specialists about how to bring Custom SMAs to your portfolio. Call us at (866) 769-2773 or provide your contact information and we'll reach out to you.

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